Updating the information in tracker artifacts is one important way that project members can work together effectively.
Support for @mentions

Artifact Comments and Description fields support @mentions and users called out via @mentions are added to the monitoring list. Usernames with the @ prefix (for example, @mphippard) are automatically added to the monitoring list. However, users called out via @mentions must have Artifact View permission to be added to the monitoring list.

Support for Markdown

The Description and Comments field supports Markdown. With the Markdown editor, you can change the format your text for better readability, preview your changes, undo and redo the changes especially while drafting the description or comments. Formatting options include: mark your text with bold and italics font styles, add a codeblock, include headers, add bulletted and numbered lists, indent a paragraph, add horizontal rule and images.

TeamForge uses Showdown—a bidirectional Markdown to HTML to Markdown converter written in Javascript. For more information, see the official Showdown Documentation. Here’s an abridged version of the Markdown syntax documentation.

Edit a Tracker Artifact

When work has been done on a tracker item, or more information is needed, the project member to whom the item is assigned should update the item’s status accordingly. Comments from other project members help the artifact’s owner decide how to handle the work.

For example, when the work defined in the tracker item is completed, change its status from Open to Fixed.

Your tracker administrator may have set up work flow rules that constrain your ability to do certain kinds of updates. For example, an administrator may have specified that only users with the “QA Engineer” role can change an artifact’s status from Open to Closed.

A project manager might also change an artifact’s priority, return it to the submitter for additional clarification, or assign it to a project member for resolution or action.

Generally, the project member to whom the tracker artifact is assigned will update the status. Any project member with the appropriate permissions can add comments.

  1. Click Trackers from the Project Home menu.
  2. On the list of project trackers, click the tracker you want to update.
  3. On the List Artifacts page, select the tracker artifact you want to update.
  4. On the View Artifact page, click Edit.
  5. On the Edit Artifact page, make your changes.
    1. Select a tracker type from the Tracker drop-down list to change the artifact’s tracker type.
    2. Edit the artifact’s title and description.
    3. Click Save.
  6. On the View Artifact page, change any other fields if required, and click Update.

    Project members with CREATE/EDIT permissions can create new tags or use existing tags, if required, from the Edit Artifact page.

    Create tags on the go from the Edit Artifact page. However, you cannot rename or delete a tag from the Edit Artifact page.

    Click Add Tag next to the Tags field to get the list of tags mapped to your project. You can add up to a maximum of 10 tags to any artifact and a message is displayed if you try to add more than 10 tags. Type a tag name and if the tag name is not exitsting already, a contextual Create a new tag link shows up for you to create a new tag.

    A new check box, Show Pending/Obsolete releases added in TeamForge 19.2, if selected, lets you select one of the pending and obsolete file releases for the Reported in Release and Fixed in Release fields.

    "Show Pending/Obsolete releases" check box

    Selecting this check box, lists the pending and obsolete file releases in the Reported in Release and Fixed in Release fields. The pending and obsolete file releases are greyed out to distinguish them from active file releases.

    Pending and Obsolete File Releases

    The check box becomes disabled, once you’ve selected a pending or an obsolete file release. To enable it, select an active file release or “None”.

All updates to the artifact are recorded in the Comments section of the Status/Comments tab.

View Progress of File Uploads

When file attachments are uploaded while updating an artifact, a file upload progress indicator shows up on the View Artifact page, and Add Attachments dialog box (of the Attachments tab on the View Artifact page).

Edit Your Comments

Have you got something wrong like a typo error when you added comments to a tracker artifact? Don’t worry !!! You can now edit your comments and make the corrections. You can see an Edit link for every comment that you have added. Click the Edit link.

Change the comments and press Shift+Enter or click Save to save the changes.

You can edit the same comment any number of times.

All your edited comments have the status Edited to indicate that the comment was edited already. To see the history of the edits, click the Edited link.

The edit history of your comments and the comments added/edited by other users are shown on the Change Log section. The Change Log includes the all the changes with respect to the same comment.

Whenever you edit your comments, email notifications are sent to the users monitoring the artifact.

Attachment Reminder for Tracker Artifacts

Have you ever forgotten to attach files when creating or updating Tracker Artifacts? If yes, the Attach Reminder feature comes in handy to alert you in case you’ve missed attaching the files while submitting an artifact.

How it works?

If you’ve included one of the following keywords exactly in the Description field on the Create Artifact page and in the Comment Text field on the View Artifact page, the Attachment Reminder dialog shows up, when you try to save the changes without attaching the files.

attach attached are attached to this artifact attached is
attached file attached files attached document attached documents
are attached find attached find the attached find included
find the included 've attached have attached is attached
I attached I'm attaching I am attaching PFA
see attached see attachment see attachments see the attachment
see the attached see included

Attachment Reminder, if keyword is included in the Description field on the Create Artifact page.

Attachment Reminder alert, if keyword is included in the Description field

Attachment Reminder, if keyword is included in the Comment Text field of the View Artifact page.

Artifact Reminder alert, if keyword is included in the Comment Text field

Click Cancel to get back to the artifact for attaching the files. Click OK to submit the artifact without attaching the files.

Handling Simultaneous Updates to the Same Artifact

Previously, when you update a Tracker artifact that has been updated simultaneously by another user, a version mismatch error is thrown directing you to reload the page and your changes were not retained.

To handle this much better, the “Overwrite” feature is implemented in TeamForge 19.3. From now on, if you try to update an artifact that has been simultaneously updated by another user, you will get an alert to let you add your changes over other user’s changes or cancel to view the changes done by the other user.

"Overwrite" Alert message

Click Overwrite to update your changes on top of the other user’s changes. If you edited the same field that is edited by the other user, your change replaces the other user’s changes.

Click Cancel, if you want to view/verify other user’s changes before saving your changes. After verifying the other user’s changes, you can proceed to save your changes using the Save or Save and Close option or leave the artifact with only the changes of the other user.

View a Baseline from View Artifact Page

A new tab Baselines is added to the View Artifact page to list the baseline(s) with which the artifact in scope is associated. The Baselines tab is visible only to users with baseline license and Tracker view permission. Click the baseline id to view the associated baseline.

Edit a Tracker Artifact by Email

To comment on a tracker artifact when you are not logged into TeamForge, send an email to the tracker, or reply to an automatic update email about the artifact.

You can also add a comment or an attachment to a tracker artifact that you are monitoring by responding to the monitoring email notification.

You can also use email to add an attachment. But to edit any other fields, you must make the changes in TeamForge.

You do not have to be logged into TeamForge to edit a tracker artifact using email, but you must have the tracker edit permission for the tracker contaning the artifact you want to edit.

Send an email message to <artifact id>@<CollabNet TeamForge server>.

TeamForge maps your email to the tracker record like this:

Email field Tracker field
To Tracker email address
Subject Artifact title
Body Artifact description
Attachments Attachments

Edit Multiple Artifacts (Mass Update)

When you have a large number of artifacts to update (for example, all the artifacts in a tracker, or a filtered list of artifacts in a planning folder), you can edit all the artifacts at once.

  1. Click Trackers from the Project Home menu.
  2. Go to the tracker or planning folder that contains the tracker artifacts you want to edit.

    In a tracker, you can use the filter to help you find the desired artifacts.

    You can select the Planning Folder tab and select the planning folder that contains the artifacts (cross-tracker artifacts) you want to edit.

    You can only see common fields when you select artifacts from more than one tracker for mass update.
  3. Select the artifacts you want to edit, and click Mass Update.
  4. For artifacts in a tracker, choose which ones you want to update.
    • Selected: Updates only the artifacts that you selected.
    • Filtered Set: Updates all artifacts returned by your filter, or all artifacts in the tracker if you did not apply a filter.
  5. Make your changes and click Update.

Edit Multiple Artifacts Inline

When you have a list of tracker or planning folder artifacts to update, you can edit all the artifacts inline at once.

  1. Click Trackers from the Project Home menu.
  2. Select the Trackers, Planning Folders or Teams tab, select the tracker, planning folder or team that contains the artifacts you want to edit inline.
  3. In the List Artifacts page, click Edit Inline. To help you identify editable columns, all non-editable columns are disabled. You can see a hand symbol when you hover the mouse pointer over the editable columns.
  4. Click a field in a column and edit the selected artifact. For example;
    • Clicking a field in the Assigned To column lets you edit the person assigned to the specific artifact.
    • Clicking a field in the Planned For column displays the Planning Folder dialog box to let you change the planning folder for the specific artifact.
  5. When you are done, click Save.